MySQL のFederated Table としてFinancialForce データを連携利用する

SQL Gateway とODBC Driver を使ってFinancialForce のMySQL Federated Table を構築する。

SQL Gateway を使って、MySQL リモーティングサービスを作成し、FinancialForce のMySQL Federated Table を構築できます。CData ODBC Driver for FinancialForce のMySQL インターフェースのdeamon になります。サービス起動後、MySQL のFEDERATED ストレージエンジンを使ってサーバーおよびテーブルを作成します。FinancialForce data をMySQL テーブルのように使いましょう。

FinancialForce データへの接続

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

  1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on FinancialForce.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to FinancialForce Sandbox Accounts

Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

SQL Gateway の設定

See the SQL Gateway Overview to set up connectivity to FinancialForce data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

FinancialForce Data のFEDERATED サーバーおよびテーブルを作成

After you have configured and started the service, create a FEDERATED server to simplify the process of creating FEDERATED tables:

FEDERATED サーバーの作成

The following statement will create a FEDERATED server based on the ODBC Driver for FinancialForce. Note that the username and password of the FEDERATED server must match a user account you defined on the Users tab of the SQL Gateway.

CREATE SERVER fedFinancialForce
FOREIGN DATA WRAPPER mysql
OPTIONS (USER 'sql_gateway_user', PASSWORD 'sql_gateway_passwd', HOST 'sql_gateway_host', PORT ####, DATABASE 'CData FinancialForce Sys');

FEDERATED テーブルの作成

To create a FEDERATED table using our newly created server, use the CONNECTION keyword and pass the name of the FEDERATED server and the remote table (Account). Refer to the following template for the statement to create a FEDERATED table:

CREATE TABLE fed_account (
  ...,
  billingstate  TYPE(LEN),
  name  TYPE(LEN),
  ...,
)
ENGINE=FEDERATED
DEFAULT CHARSET=latin1
CONNECTION='fedFinancialForce/account';

NOTE: The table schema for the FEDERATED table must match the remote table schema exactly. You can always connect directly to the MySQL remoting service using any MySQL client and run a SHOW CREATE TABLE query to get the table schema.

クエリの実行

You can now execute queries to the FinancialForce FEDERATED tables from any tool that can connect to MySQL, which is particularly useful if you need to JOIN data from a local table with data from FinancialForce. Refer to the following example:

SELECT 
  fed_account.billingstate, 
  local_table.custom_field 
FROM 
  local_table 
JOIN 
  fed_account 
ON 
  local_table.foreign_billingstate = fed_account.billingstate;
 
 
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